Portfolio Relationship Manager - SBE-Small Business Enterprise-Sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout This Role
Manage and service an existing portfolio of Small Business Enterprise clients with limits up to Rs. 100 lacs, including renewal, enhancement, and growth of business.
Build and maintain strong relationships with promoters to ensure portfolio hygiene, timely limit renewals, delinquency minimization, and cross-selling of banking products.
Coordinate with internal departments to resolve client issues efficiently and generate leads for acquiring new customers through existing relationship management.
Minimum Requirements
Preferably MBA or CA degree.
2-3 years of experience in local market with background in Credit and Sales.
Strong oral and written communication skills.
Experience handling sales of products such as Overdraft (OD), Cash Credit (CC), Bank Guarantee (BG), and Bill Loans (BL).
Ideal Candidate Profile
Experienced portfolio manager familiar with credit and sales in small business banking segment.
Proficient in managing client relationships with focus on portfolio growth, risk mitigation, and product penetration.
Capable of coordinating across functions to ensure client satisfaction and business target achievement.